401(k) · DOL Form 5500 · 2022

Financial Technology Partners 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
160
Participants Small participant base
56th
Percentile by assets National rank
$41,057
Avg per participant Low balance/head
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Official DOL plan name: Financial Technology Partners 401(k) Profit Sharing Plan & Trust · Sponsored by Financial Technology Partners · California · Professional & Technical Services

$7M in assets, 160 participants

Financial Technology Partners's Financial Technology Partners 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #11,713 in Professional & Technical Services (21,562 peers)

Coverage in California

Financial Technology Partners 401(k) Profit Sharing Plan & Trust covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $7M.

#11,713
in Professional & Technical Services (21,562 peers)
+10.6%
assets growth YoY

Financial Technology Partners 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Financial Technology Partners 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,569,077 Top 44% higher than 56% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Financial Technology Partners 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Financial Technology Partners 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (160 participants).

Published 5500 schedule card

Filing strip 204542623 · Financial Technology Partners PY 2022 · 401(k)

Financial Technology Partners 401(k) Profit Sharing Plan & Trust · $7M · 160 · 56th

  • NET $7M
  • BOOK 160
  • VS-ST 56th
  • BOY 401(k)
  • SCH near Midwest Carriers 401(k) Plan & Trust
  • EBSA ind #11713

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in California →

Financial Technology Partners 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Financial Technology Partners 401(k) Profit Sharing Plan & TrustFinancial Technology Partner…$7MMidwest Carriers 401(k) Plan & TrustMidwest Carriers 401(k) Plan…$7MSmugglers' Notch Resort 401(k) Profit Sharing PlanSmugglers' Notch Resort 401(…$7MLambert Global,LLC 401(k) PlanLambert Global,LLC 401(k) Pl…$7MUnited Association National Pension Fund 401(k) PlanUnited Association National …$7M
End-of-year total assets ($M) among Financial Technology Partners 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$630K
Employer EIN204542623
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Technology Partners)

Sponsor-wide plan assets over time

All Financial Technology Partners plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M 202220232024 $6.57M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 160 $7M
2023 1 191 $10M
2024 1 161 N/A

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Financial Technology Partners 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Financial Technology Partners 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006569077 · Participants: 160Financial Technology Partners 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Financial Technology Partners 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Financial Technology Partners 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Financial Technology Partners 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Midwest Carriers 401(k) Plan & Trust in WI ($7M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Financial Technology Partners 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Financial Technology Partners 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.6% during 2022, from $6M to $7M. Reported net income was $630K.
Which 401(k) plans are similar in size to Financial Technology Partners 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Carriers 401(k) Plan & Trust in WI ($7M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Financial Technology Partners 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204542623.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.